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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

528 hedge funds and large institutions have $5.73B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+30
Holders Change %
+6.02%
% of All Funds
8.93%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
50
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$303M
2
DWM
Destination Wealth Management
California
$89.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
$80.1M
4
UBS Group
UBS Group
Switzerland
$119M
5
AC
Allstate Corporation
Illinois
$74.1M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$86.1M
2
TF
TIAA FSB
Florida
$65.5M
3
BBHC
Brown Brothers Harriman & Co
New York
$0
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$115M
5
State Street
State Street
Massachusetts
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
376
Lloyd Advisory Services
Georgia
$361K +$361K +12,137 New
TW
377
Transform Wealth
Colorado
$354K -$3.27K -110 -0.9%
KAM
378
Knightsbridge Asset Management
California
$354K +$354K +11,920 New
CIBC World Market
379
CIBC World Market
Ontario, Canada
$351K – – –
CIC
380
Chilton Investment Company
Connecticut
$341K -$171K -5,742 -33%
CT
381
Cambridge Trust
Massachusetts
$336K -$15.9K -534 -5%
RIA
382
Realta Investment Advisors
Delaware
$333K -$123K -4,125 -27%
KeyBank National Association
383
KeyBank National Association
Ohio
$327K – – –
JWCA
384
J.W. Cole Advisors
Florida
$327K +$121K +4,053 +58%
FAAM
385
First Ascent Asset Management
Colorado
$326K +$112K +3,787 +53%
CSIA
386
Charles Schwab Investment Advisory
California
$326K +$326K +10,970 New
SWM
387
Stockman Wealth Management
Montana
$321K – – –
PTC
388
Private Trust Company
Ohio
$319K +$319K +10,745 New
TLFA
389
True Link Financial Advisors
California
$318K +$82.9K +2,785 +35%
HSG
390
Helen Stephens Group
Texas
$315K -$11.4K -385 -4%
ANTB
391
AMG National Trust Bank
Colorado
$313K +$313K +10,525 New
AFS
392
AFG Fiduciary Services
Massachusetts
$311K – – –
TIA
393
Tiemann Investment Advisors
California
$308K – – –
FT
394
Fiduciary Trust
Massachusetts
$304K -$2.7K -91 -0.9%
FHA
395
Flagship Harbor Advisors
Massachusetts
$304K +$59.7K +2,006 +24%
MC
396
Mathes Company
New York
$298K – – –
HIIFS
397
Harel Insurance Investments & Financial Services
Israel
$294K -$298K – –
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$291K +$291K +9,835 New
SG
399
StoneX Group
New York
$289K +$289K +9,727 New
AIM
400
Anchor Investment Management
South Carolina
$288K -$86.2K -2,900 -23%
14 15
16
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